DIS vs NOW: Which Is the Better Buy?
Side-by-side comparison of The Walt Disney Company and ServiceNow, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-18.
The Walt Disney Company · Communication Services
$96.16
+45.0% upside to fair value
Grade B
VS
ServiceNow, Inc. · Technology
$103.24
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
DIS trades at a lower forward P/E
(15.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DIS |
NOW |
| Current Price |
$96.16 |
$103.24 |
| Fair Value Estimate |
$139.43 |
$149.70 |
| Upside to Fair Value |
+45.0%
|
+45.0%
|
| Market Cap |
$167.0B |
$106.5B |
| Forward P/E |
15.4x
|
61.1x
|
| EV / EBITDA |
10.8x
|
32.9x
|
| Price / Sales |
1.7x
|
7.6x
|
| Price / FCF |
23.5x
|
23.0x
|
| Revenue Growth YoY |
+6.5%
|
+22.1%
|
| Gross Margin |
37.2%
|
76.6%
|
| Operating Margin |
15.5%
|
13.4%
|
| Return on Equity |
10.3%
|
15.0%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
4.26%
|
4.35%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
The Walt Disney Company operates as a leading global entertainment and media conglomerate with a strong brand portfolio and diversified revenue streams across media networks, parks, experiences, and studio entertainment. The business quality is medium due to its durable brand and intangible assets but recent earnings pressure with a 31.4% decline in earnings in the most recent quarter highlights …
ServiceNow, Inc. operates in the technology sector specializing in software applications, delivering high-quality enterprise cloud solutions with a durable competitive moat evidenced by a 15% return on equity and strong gross margins of 76.6%. The company is currently in an investing growth phase with 22.1% revenue growth in the most recent quarter, although earnings growth is modest at 2.0%. Des…
Accumulation Zones
| Metric |
DIS |
NOW |
| Zone Low |
$104.57 |
$112.27 |
| Zone High |
$118.52 |
$127.24 |
| In Buy Zone? |
Yes
|
Yes
|